Latest Institutional Transactions on Select Sector Spdr Consumer Di (XLY)
This table provides information on the latest institutional transactions involving Select Sector Spdr Consumer Di (XLY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-167- 2.65% |
$29.4K - $36.5K
|
6.13K
$1.44M
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
141+ 3.03% |
$24.9K - $30.8K
|
4.79K
$1.13M
|
|
|
Jul 21, 2025
Q2 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.14K- 3.15% |
$201K - $249K
|
35K
$8.23M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
357+ 48.44% |
$63K - $78K
|
1.09K
$257K
|
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
1KNew |
$177K - $219K
|
1K
$236K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-990- 30.45% |
$175K - $216K
|
2.26K
$532K
|
|
|
Jul 21, 2025
Q2 2025
|
Grassi Investment Management
|
SELL
|
- |
-406- 6.78% |
$71.6K - $88.7K
|
5.58K
$1.31M
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-339- 1.19% |
$59.8K - $74.1K
|
28.1K
$6.62M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-112- 4.81% |
$19.8K - $24.5K
|
2.22K
$521K
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
629+ 32.86% |
$111K - $137K
|
2.54K
$598K
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
1.42K+ 11.56% |
$250K - $310K
|
13.7K
$3.22M
|
|
|
Jul 21, 2025
Q2 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-1.19K- 3.73% |
$210K - $261K
|
30.8K
$7.23M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.79K- 23.46% |
$668K - $828K
|
12.4K
$2.91M
|
|
|
Jul 21, 2025
Q2 2025
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-200- 8.25% |
$35.3K - $43.7K
|
2.22K
$523K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
24New |
$4.23K - $5.25K
|
24
$5.64K
|
|
|
Jul 21, 2025
Q2 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-820- 19.25% |
$145K - $179K
|
3.44K
$809K
|
|
|
Jul 21, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
SELL
|
- |
-31.2M- 99.98% |
$5.5B - $6.81B
|
5.15K
$1.21M
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-20- 0.76% |
$3.53K - $4.37K
|
2.6K
$611K
|
|
|
Jul 18, 2025
Q2 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
3.27K+ 43.81% |
$576K - $714K
|
10.7K
$2.52M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
48K+ 4.46% |
$8.47M - $10.5M
|
1.12M
$264M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
159+ 3.24% |
$28K - $34.8K
|
5.06K
$1.19M
|
|
|
Jul 18, 2025
Q2 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
8.94KNew |
$1.58M - $1.95M
|
8.94K
$2.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-12- 0.85% |
$2.12K - $2.62K
|
1.4K
$330K
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
1.01KNew |
$178K - $220K
|
1.01K
$237K
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
846+ 24.49% |
$149K - $185K
|
4.3K
$1.01M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
101+ 0.28% |
$17.8K - $22.1K
|
35.8K
$8.41M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
135KNew |
$23.7M - $29.4M
|
135K
$31.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
BUY
|
- |
32+ 3.41% |
$5.64K - $6.99K
|
970
$228K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-5- 3.45% |
$882 - $1.09K
|
140
$32.9K
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
260+ 15.93% |
$45.8K - $56.8K
|
1.89K
$445K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
526+ 11.47% |
$92.8K - $115K
|
5.11K
$1.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-110- 6.59% |
$19.4K - $24K
|
1.56K
$366K
|
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
SELL
|
- |
-3.62K- 6.66% |
$638K - $790K
|
50.7K
$11.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-1K- 85.11% |
$176K - $219K
|
175
$41.1K
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-1.59K- 14.23% |
$280K - $347K
|
9.58K
$2.25M
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
SELL
|
- |
-2.12K- 0.21% |
$374K - $464K
|
1M
$236M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-132- 8.53% |
$23.3K - $28.9K
|
1.42K
$333K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-80- 1.21% |
$14.1K - $17.5K
|
6.51K
$1.53M
|
|
|
Jul 17, 2025
Q2 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-345- 16.44% |
$60.8K - $75.4K
|
1.75K
$412K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-108- 18.91% |
$19K - $23.6K
|
463
$109K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
37+ 22.29% |
$6.52K - $8.09K
|
203
$47.7K
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-135- 9.77% |
$23.8K - $29.5K
|
1.25K
$293K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-644- 3.66% |
$114K - $141K
|
17K
$3.99M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-80- 1.54% |
$14.1K - $17.5K
|
5.12K
$1.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-400- 28.8% |
$70.5K - $87.4K
|
989
$233K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
1.3K+ 38.64% |
$229K - $284K
|
4.66K
$1.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1.34K- 7.07% |
$237K - $293K
|
17.6K
$4.15M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-4.11K- 94.64% |
$725K - $899K
|
233
$54.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-1.25K- 7.15% |
$220K - $273K
|
16.2K
$3.82M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.08KNew |
$190K - $235K
|
1.08K
$253K
|